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How to Record Offline Payments (Cash, Transfer, Check)

Payments received outside of an integrated card processor - cash, bank transfer, or check - are recorded the same way as any other payment, using the Method…

Steps

  1. Go to Get Paid → Invoices.
  2. Open the row actions menu (⋮) on the invoice and click "Record payment."
  3. Enter the Date and Amount.
  4. Select the Method: Cash, Bank Transfer, or Check (Credit Card and Other are also available in the same dropdown).
  5. Select the Account, and use Memo/notes for any check number or transfer reference.
  6. Confirm to save.

Good to Know

"Bank Transfer" is a single combined option - there's no separate choice for ACH versus wire transfer.

Related Articles

  • How to Record a Payment Received
  • How to Record Partial Payments
  • How to Track Invoice Status

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